+134.0%
ONTO vs HBM
+203.5%
-69.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -1.9% |
| 7D | +34.4% | +5.1% | +29.4% | +31.8% |
| 30D | -20.4% | -15.8% | -4.6% | -13.7% |
| 3M | -37.8% | -22.4% | -15.4% | -30.3% |
| 6M | -24.6% | -20.2% | -4.3% | -16.7% |
| YTD | +32.8% | +9.0% | +23.8% | +28.0% |
| 1Y | +54.7% | +27.4% | +27.4% | +40.2% |
| 3Y | +54.7% | +424.2% | -369.6% | -17.9% |
| 5Y | +134.0% | +196.1% | -62.1% | +44.3% |
| All | +134.0% | +203.5% | -69.5% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling